Integrated Investment Consultants’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-14,000
| Closed | -$265K | – | 183 |
|
|
2019
Q4 | $265K | Hold |
14,000
| – | – | 0.11% | 133 |
|
|
2019
Q3 | $244K | Hold |
14,000
| – | – | 0.13% | 124 |
|
|
2019
Q2 | $250K | Hold |
14,000
| – | – | 0.13% | 118 |
|
|
2019
Q1 | $245K | Hold |
14,000
| – | – | 0.13% | 118 |
|
|
2018
Q4 | $212K | Buy |
+14,000
| New | +$212K | 0.11% | 139 |
|
|
2018
Q2 | – | Sell |
-3,000
| Closed | -$52K | – | 598 |
|
|
2018
Q1 | $52K | Buy |
+3,000
| New | +$52K | 0.02% | 423 |
|